ManagementManagement ProjectFinanceManagement ControlInternal Control

Audit et contrôle interneAnalyse et conseil en gestion et finances Gestion de projets

 Research investment opportunities and meet clients person to discuss about their financial goals Explain financial services and answer questions about investment options and potential risks  Recommend investments to clients or select investments on their behalf Educate client and help their plan for specific circumstances, such as education expenses or retirement Manage client’s accounts and improve their situation to accommodate life changes, married or children  Observe compliance rules and internal audit standards to improve work procedures Analyze skills and procedures to develop work plans which comply with task organization  Improve control and efficiency measures. Establish preliminary reports and final session work, Make action plans, verification procedures, control, monitoring and recommendations